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Concord Wealth Partners’s Bloom Energy BE Stock Holding History

Concord Wealth Partners’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5K Buy
+78
New +$20K ﹤0.01% 460
2022
Q2 		– Sell
-311
Closed -$8K – 1242
2022
Q1 		$8K Sell
311
-302
-49% -$5.9K ﹤0.01% 814
2021
Q4 		$13K Buy
613
+551
+889% +$13.9K ﹤0.01% 726
2021
Q3 		$1K Sell
62
-52
-46% -$1.1K ﹤0.01% 806
2021
Q2 		$3K Buy
+114
New +$2.77K ﹤0.01% 804

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Concord Wealth Partners's BE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Bloom Energy (BE) in Q2 2026: 78 shares worth $23.5K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BE as recently as Q1 2022.

Concord Wealth Partners first reported a position in BE in Q2 2021 and has held it in 5 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Concord Wealth Partners held 78 shares of Bloom Energy worth $23.5K as of Q2 2026.
  • Bloom Energy was a new Concord Wealth Partners position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #460 holding.
  • Concord Wealth Partners first reported a position in Bloom Energy in Q2 2021 and has held it in 5 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.